Registration and Lunch

Welcome Address

Secrets to Building a 100 Year Plus Family Legacy

Enette, an internationally recognised family advisor, will explore how families can leverage their wealth for impactful outcomes that inspire
future generations. Through unpacking the fundamental elements of great legacies: mastery of leadership, partnership and stewardship.

Family Office Congress XI

Main Stage

14:00 - Main Stage

The Costas: Family, fruit, footy

Robert worked with his four brothers to build their family fruit and vegetable business into the largest grower and marketer in Australia. Since listing the company on the ASX in 2011, Robert has set up a family office with brother Anthony and their families and focused on diversifying their assets. In this session, he will reflect on the family’s journey and how they are engaging younger family members for the future.

Family Office Congress XI

Main Stage

14:40 - Main Stage

The Missing Piece of Family Longevity

What is the missing piece to achieve generational continuity and family longevity? Feisal will share the triple crisis that led to the creation of the world’s first Family Health Office, and explore how families could benefit from having a Wellbeing Trust.

Family Office Congress XI

Main Stage

15:20 - Main Stage

Coffee and Networking

16:00 - Main Stage

Navigating the Changing and Challenging Global Landscape

The world is changing faster than ever before as technology continues to change the way our world operates; though we still create the same archaic environments to work, teach and train. Join Tom for an exploration of how the future will determine our sense of purpose.

Members’ Retreat and Insight Tour Reunion

Arrival and Coffee

Keynote Address One: Finding Your Place in the World

Linda went from a rural upbringing in New Zealand learning from her entrepreneurial father, to Silicon Valley. She has launched, built and listed/sold five
businesses. Linda will share her journey with us as well as her insights on what the future holds and what sort of world her children will find.

Family Office Congress XI

Main Stage

09:40 - Main Stage

Keynote Address Two: Finding Your Place in the World

The daughter of British aristocracy and god daughter of Prince Charles, Lady Zoë was raised in a sprawling estate in the British countryside. Yearning for a
deeper adventure and fascinated by anthropology and culture, she followed her calling, protecting the Amazon and its indigenous people.

Finding Your Place: From 500cc motorcycles to private jets

Mick is a true Aussie icon who won five consecutive 500cc World Championships during the 90s where he was largely unstoppable. Mick will tell the story of his rise to supremacy on the racecourse and his current career on the runway.

This session will include the following presentations followed by an audience-led Q & A: (1)How Australian companies are leading on a global scale: highlighting the investment opportunities of innovative Australian growth businesses exporting their services overseas. (2) World-class opportunities in U.S. real estate: looking at growth experienced in the sector post the market crisis 10 years ago and how Australian family offices have already returned to the market.

Family Office Congress XI

Investment Stage

12:00 - Member Stage

Transfer of Cultural Values through the Generations

Rohit is passionate about his family, his family history and education. Rohit will look at the challenges and opportunities around transfer of values, business and wealth from generation to generation.

Family Office Congress XI

Member Stage

12:30 - Member Stage, Main Stage, Investment StageOptional lunch discussion sessions will be available for participants to join. More details will come shortly.

Lunch and Networking

14:00 - Main Stage

How eMobility Will Affect You

Join David as we explore the learnings from the St Baker family’s clean tech investment program, which the family has invested $200 million energy sustainability venture fund. This includes electric vehicles, ride sharing, autonomous vehicles and flying cars. Learn about their impact on property design, urban planning and energy use. Discuss the changing barriers and how close we are to this reality.

Family Office Congress XI

Main Stage

14:00 - Investment Stage

Charting a Course Through Uncertainty

While market volatility appears to have settled for the time being; there is still a concern that prices have hit the top end. However value can still be found and astute investors can always find returns in uncertain times.

Investment Stage

14:00 - Member Stage

The Future of Forests

Graeme is a PWN Member with a long family history in forestry. Graeme will share his family story before David Brand explores how Timberlands can increase the Alpha and decrease the Beta of investment portfolios.

Innovation and Expansion Capital in Australia

Australia is one of the most innovative countries in the world but has one of the most poorly developed capital markets. A significant opportunity exists for investors in supporting innovative Australian companies, particularly those at the expansion stage of development.

Family Office Congress XI

Investment Stage

14:45 - Main Stage

Finding Your Place in the 'Digital World'

Mikaela founded Indigital to use new technologies to elevate the stories and culture of indigenous people. We invite you to learn from Mikaela’s experiences and adopt new ways of sharing your family’s heritage for future generations.

Philanthropy Case Study

Join us for this unique opportunity to hear from The Balnaves Foundation who have recently celebrated their 10 year anniversary. In this session, we will learn about their journey and lessons learnt along the way.

Family Office Congress XI

Main Stage

16:45 - Member Connect Member connect has been designed to give you the opportunity to meet, share ideas and discuss similar interests with other members.

During the session you will: • Connect with other members • Share ideas on common interests • Develop relationships that will last beyond Congress

How will it work? • Table Lead will introduce themselves and share their interest in the topic • Other table participants will be asked to do the same • Open and free discussion • Drinks will be served at the start of the session<

Member Connect

17:45 - Member Stage, Main Stage, Investment Stage

Close of Day

09:00 - Main Stage, Investment Stage, Member Stage

Coffee and Networking

09:20 - Main Stage Sessions details will be announced shortly.

What have we learnt in 30-years and looking forward to the next 30-years

Re-envigorating the Oceans: A systemic solution for climate change and the planet?

The health of the oceans and our lands are perhaps the defining issue of our time. Increasingly, humanity is becoming aware of the urgency of some of the problems we face, and the role of the oceans in these problems and their possible solutions.

Family Office Congress XI

Main Stage

12:25 - Member Stage

PWN Bookworms

12:45 - Main Stage, Investment Stage, Member Stage Participants are invited to participate in discussion sessions over lunch. Details to be advised.

From Bouncer to COO: Empowering the entrepreneur within and encouraging women to back themselves

Hear Siobhan’s unique journey from the Head of Security of Sydney’s hottest
nightclubs, to private security for Tom Cruise and Nicole Kidman and finally into the
Boardroom. This story will highlight how Siobhan tapped into her entrepreneurial
skills and how she plans to help other women do the same.

Finding Your Place in the ‘Digital World’

Michaela founded Indigital to use new technologies to elevate the stories and
culture of indigenous people. We invite you to learn from Michaela’s experiences and adopt new ways of sharing your family’s heritage for future generations.

Join our panel as they discuss the intricacies of starting a family within the context of wealth.
Together, they will explore:
• Finding Love: Are they interested for the right reasons?
• Shifting Values: How to raise children respectful of the family values?
• Balancing Act: How do you manage work and family?

A Next Generation Summit

Family Office Congress XI

12:20 - A Next Generation Summit

Philanthropy and Social Business

Known as Generation Impact: this session will examine how the Next Gen is
engaging in Philanthropy and Social Business. What is driving them and what
impact will they make on society as they go on to inherit trillions of dollars over the
coming decade.

A Next Generation Summit

Family Office Congress XI

13:00 - A Next Generation Summit

Lunch

Jack is challenging conventional education. He is the Founder and CEO of
Australia’s largest educational institution for entrepreneurs, The Entourage, which
has a community of 360,000 members. Hear Jack’s vision to improve traditional
education by introducing a style of learning that puts the individual first.

This session is designed for those responsible for the family’s capital, sit on an investment committee or want to get involved with the family’s investments.
Getting a seat at the table is a right of passage and this session will explore:
• How to identify opportunities
• Mitigate risk
• Communicate decisions to family members

A Next Generation Summit

Family Office Congress XI

15:20 - A Next Generation Summit

Coffee and Networking

The world is changing faster than ever before as technology continues to change the way our world operates; though we still create the same archaic environments
to work, teach and train our people. Join Tom for an exploration of how the future
will determine our sense of purpose.